Ivory Wealth Management was founded in 2014 when Charles Crilly and Kathy Hofmann-Stupak opened an independent office in Essex, Connecticut. Since then, the firm has grown to five advisors with offices in Essex and Huntington. With over 100 years of combined industry experience, we provide clear, objective financial guidance to individuals, families, business owners, executives, and retirement-plan sponsors.
The name “Ivory” reflects our connection to the community we call home. In the late 1800s, Ivoryton, our neighboring village, was a national center for ivory manufacturing. Companies like Comstock, Cheney & Co. and Pratt, Read & Co. helped make the lower Connecticut River Valley the heart of America’s ivory-processing industry. Our name honors this local history and the region’s enduring legacy of craftsmanship and enterprise.
Since our founding, we have built a full-service advisory firm with capabilities in financial planning, portfolio management, and retirement-plan consulting. Our team combines experience in investment research and comprehensive financial planning to serve a diverse client base. Independence, transparency, and fiduciary responsibility guide everything we do.
At Ivory Wealth Management, we partner with individuals, families, and business owners to build strategies for lasting success. Our work starts with understanding what matters most, then designing personalized plans and portfolios that adapt as life evolves.
Our team brings experience, perspective, and discipline to every relationship. With 140 years of combined professional experience, our advisors collaborate across planning, portfolio management, and retirement consulting to deliver clear, objective guidance rooted in fiduciary responsibility.
There is a better way. Independence allows us to provide objective advice driven by research, experience, and fiduciary duty; not sales quotas or proprietary products. We partner closely with clients to deliver disciplined, transparent strategies that evolve with life and markets.
Our Huntington office is led by Curt Mazer, a seasoned advisor known for long-term relationships and personalized service. Building on our roots in Essex, Connecticut, we expanded to Long Island to serve a vibrant community where local identity matters and families build lasting roots.
Independent advice starts with trust. Learn how our team works with clients to provide clear, objective guidance built for the long term.